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Enterprise Products Partners

949 hedge funds and large institutions have $19.1B invested in Enterprise Products Partners in 2018 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 337 increasing their positions, 333 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $181M | Put options by funds: $125M

1% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 333

0.38% less ownership

Funds ownership: 36.46%36.08% (-0.38%)

2% less funds holding

Funds holding: 970949 (-21)

9% less capital invested

Capital invested by funds: $20.9B → $19.1B (-$1.78B)

10% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 78

15% less funds holding in top 10

Funds holding in top 10: 8572 (-13)

Holders
949
Holders Change
-21
Holders Change %
-2.16%
% of All Funds
21.75%
Holding in Top 10
72
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.29%
% of All Funds
1.65%
New
70
Increased
337
Reduced
333
Closed
78
Calls
$181M
Puts
$125M
Net Calls
+$56.5M
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
751
PagnatoKarp Partners
Virginia
$252K -$49.8K -1,871 -15%
BMM
752
Buffington Mohr McNeal
Idaho
$251K
VNA
753
Valley National Advisers
Pennsylvania
$251K +$132K +4,946 +93%
HR
754
Howe & Rusling
New York
$251K +$216K +8,105 +378%
RWA
755
Ropes Wealth Advisors
Massachusetts
$250K
AWM
756
Altavista Wealth Management
North Carolina
$249K -$21.2K -796 -7%
EC
757
EJF Capital
Virginia
$245K -$133K -5,000 -33%
DBIA
758
Dumont & Blake Investment Advisors
New Jersey
$245K
MPIA
759
Mountain Pacific Investment Advisers
Idaho
$245K
MSU
760
Mizuho Securities USA
New York
$245K +$266K +10,000 New
BCWM
761
Bartlett & Co Wealth Management
Ohio
$244K +$266K +9,972 New
BC
762
Bartlett & Co
Ohio
$244K +$10.7K +400 +4%
FMBTD
763
First Midwest Bank Trust Division
Illinois
$243K -$2.93K -110 -1%
CIBC World Market
764
CIBC World Market
Ontario, Canada
$243K -$2.66K -100 -1%
PAM
765
Palisade Asset Management
Minnesota
$243K
FHC
766
First Heartland Consultants
Missouri
$243K +$11.1K +418 +4%
MMA
767
Miracle Mile Advisors
California
$242K -$246K -9,230 -48%
YIA
768
YHB Investment Advisors
Connecticut
$242K -$21.8K -820 -8%
OC
769
Oakworth Capital
Alabama
$242K -$16.9K -635 -7%
ACP
770
Arcus Capital Partners
Georgia
$242K
LRPA
771
L. Roy Papp & Associates
Arizona
$241K +$262K +9,844 New
VCA
772
Verdence Capital Advisors
Maryland
$240K -$399 -15 -0.2%
Members Trust
773
Members Trust
Florida
$240K
NWS
774
Newport Wealth Strategies
California
$239K -$10.5K -395 -4%
DWM
775
Destination Wealth Management
California
$238K +$3.35K +126 +1%

EPD Hedge Fund Activity: Q1 2018 in Review

949 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Enterprise Products Partners (EPD) for Q1 2018, worth a combined $19.1B — down 8.5% from $20.9B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of EPD and 70 opened new positions — a net loss of 8 holders — while 333 trimmed existing stakes and 337 added.

The largest buyer was Bank of America, adding an estimated $216M. The largest seller was Blackstone Inc, exiting entirely with an estimated $1.1B sold.

  • 949 institutional investors held Enterprise Products Partners (EPD) as of Q1 2018, down from 970 in Q4 2017.
  • Funds reported $19.1B of Enterprise Products Partners stock for Q1 2018, down 8.5% quarter-over-quarter.
  • 70 funds opened new Enterprise Products Partners positions in Q1 2018 and 78 closed out, a net change of -8 holders.
  • The largest Enterprise Products Partners buyer in Q1 2018 was Bank of America, an estimated $216M added.
  • The largest Enterprise Products Partners seller in Q1 2018 was Blackstone Inc, an estimated $1.1B sold.

Based on aggregated 13F filings for Q1 2018.